Stock Movers Robinhood Gains, Dell Rallies, Deere Drops
Nov 26, 2025
Robinhood's recent acquisition of a major stake in LedgerX has sparked a share surge of 7.5%, unlocking access to regulated prediction markets. Meanwhile, Dell is riding high, revising its AI server sales projection to $25 billion after booking $12.3 billion in orders. However, market caution persists, with investors showing skepticism despite this momentum. In contrast, Deere's dismal forecast for 2026, reflecting ongoing uncertainty in the agricultural sector, has caused its shares to tumble, highlighting the stark challenges facing farm machinery giants.
AI Snips
Chapters
Transcript
Episode notes
Robinhood Moves Into Prediction Markets
- Robinhood is expanding into regulated prediction markets by buying a majority stake in LedgerX alongside SIG.
- The move builds on Robinhood's large share of event-contract trading and could broaden its derivatives offerings.
Dell Sees Strong AI Server Demand
- Dell raised its annual projection for AI server shipments after booking $12.3 billion in AI server orders for the quarter.
- The company sees sustained demand in the AI data-center boom despite investor worries about future spending.
Deere's Forecast Underscores Farm Weakness
- Deere cut its 2026 profit outlook below analysts' estimates, prompting a near 6% share drop as farm economics remain uncertain.
- The company expects large-agriculture sales in the U.S. and Canada to fall 15%–20%, signaling a weak recovery for farmers.